Build Dashboards with HCL Domino Data in DBxtra

The CData ODBC Driver for HCL Domino enables access to live data from HCL Domino under the ODBC standard, allowing you work with HCL Domino data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to HCL Domino data as a generic ODBC Data Provider and create charts, reports, and dashboards based on HCL Domino data in DBxtra.

Connect to HCL Domino Data

1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.
   
   

   Connecting to Domino

   To connect to Domino data, set the following properties:

   • URL: The host name or IP of the server hosting the Domino database. Include the port of the server hosting the Domino database. For example: http://sampleserver:1234/
   • DatabaseScope: The name of a scope in the Domino Web UI. The driver exposes forms and views for the schema governed by the specified scope. In the Domino Admin UI, select the Scopes menu in the sidebar. Set this property to the name of an existing scope.

   Authenticating with Domino

   Domino supports authenticating via login credentials or an Azure Active Directory OAuth application:

   Login Credentials

   To authenticate with login credentials, set the following properties:

   • AuthScheme: Set this to "OAuthPassword"
   • User: The username of the authenticating Domino user
   • Password: The password associated with the authenticating Domino user

   The driver uses the login credentials to automatically perform an OAuth token exchange.

   AzureAD

   This authentication method uses Azure Active Directory as an IdP to obtain a JWT token. You need to create a custom OAuth application in Azure Active Directory and configure it as an IdP. To do so, follow the instructions in the Help documentation. Then set the following properties:

   • AuthScheme: Set this to "AzureAD"
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OAuthClientId: The Client ID obtained when setting up the custom OAuth application.
   • OAuthClientSecret: The Client secret obtained when setting up the custom OAuth application.
   • CallbackURL: The redirect URI defined when you registered your app. For example: https://localhost:33333
   • AzureTenant: The Microsoft Online tenant being used to access data. Supply either a value in the form companyname.microsoft.com or the tenant ID.

     The tenant ID is the same as the directory ID shown in the Azure Portal's Azure Active Directory > Properties page.

   When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

2. Open the DBxtra application and in the New menu click Project and name the Project.
3. Select ODBC Connection as the Data Connection Type.
4. Click the browse option () for the Data Source.
5. In the Data Link Properties window, select Microsoft OLE DB Provider for ODBC Drivers on the Provider tab.
6. On the Connection tab, select the Data Source Name and the initial catalog to use (CData).
7. Name the Connection and select the appropriate User Groups.
8. Double-click the Connection from within the Project to connect to the data.

Create a Dashboard with HCL Domino Data

You are now ready to create a dashboard with HCL Domino data.

1. Right-click Report Objects under the Project and select New Report Object.
2. In the new Report Object, click the link to create the Query.
3. In the Select Data Connection window, select the newly created data connection.
4. On the Query tab, expand the connection objects and select the Tables, Views, and specific columns you wish to include in your dashboard. You can specify search requirements and even create complex queries which include JOINs and aggregations.
5. On the Dashboard tab, select the visualizations and features for your dashboard. Assign the data values from the query to the appropriate fields for the Dashboards items (Values, Series, etc.)

With a new Dashboard created, you are ready to begin analysis of HCL Domino data. Thanks to the ODBC Driver for HCL Domino, you can refresh the Dashboard and immediately see any changes made at the source. In the same way, you can create and view Reports with live, up-to-date HCL Domino data.